Supplier Life Cycle Management

22/02/2023, 14:56 Document 2308208.
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Copyright (c) 2023, Oracle. All rights reserved. Oracle Confidential.
Vision Demo - Supplier Registration, Pre-Qualification and Evaluation in SLM (Doc ID

2308208.1)
In this Document
Purpose
Scope
Details
References
APPLIES TO:
Oracle Supplier Lifecycle Management - Version 12.1.3 and later

Information in this document applies to any platform.
PURPOSE
The purpose of this note is to demonstrate the complete steps for supplier registrations with pre-qualification and evaluation
process in supplier lifecycle management (SLM). In SLM, new suppliers register with the buying organization to establish a
business relationship. In this process, supplier needs to provide mandatory information and answer any queries asked buying
organization. Then this request is accepted or rejected by buying organization based on the qualification criteria and risk
evaluation. All information gathered during this process are saved in the supplier’s profile once the supplier is approved.
SCOPE
DETAILS
NOTE: In the images and examples below and/or the attached document, user details / company name / address / email /
telephone number and other data represent a fictitious sample (based upon made up data used in the Oracle Demo Vision
instance). Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.
The following testcase/flow is created in 12.2 Vision Instance
Brief steps of the flow:
1. Supplier Management Administrator (SM) creates User Defined Attributes (UDA) which are to be mapped with new supplier
profiles
2. SM creates RFI template with negotiation style "Supplier Registration and Pre-Qualification".
(Add collaboration team, Add requirements, Evaluation Team, Map the requirements with UDAs)
3. SM completes the Supplier Onboarding Configuration Setup for the Operating Unit
4. Prospective Supplier submits the registration request
5. SM sends pre-qualification questionarie to supplier (Publishes the Pre-Qualification RFI)
6. Supplier gets email notification for pre-qualification questionarie and create response for Pre-Qualification RFI
7. SM closes the RFI after getting the response from supplier
8. Evaluator enters the evaluation for the Pre-Qualification RFI
9. SM completes the Pre-Qualification RFI
10. SM reviews the evaluations and accept/reject the supplier based on the evaluation criteria
11. If accepted, the new supplier is now created in the core EBS Supplier Tables
12. Supplier profile attributes (UDA) are automatically populated with responses provided by supplier and evaluators
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* Please note that in SLM, RFI are called Assessments and requirements are called questionnaires
Responsibilities used:
1. Supplier Management Administrator (For supplier administrator)
2. Sourcing Super User (For Evaluator)
Users:
Supplier Management: Catherine Baker (CBAKER/welcome)
Evaluators: Catherine Baker (CBAKER/welcome), J SMITH (JSMITH/welcome)
Complete steps for supplier registration, pre-qualification and evaluation process are given below:
1. Create user defined attributes which need to be mapped to supplier profile.

These UDAs can be single row or multi-row attributes.
Navigation: Supplier Management Administrator > Administration > Profile Extension
Created three Attribute Groups:
1. Supplier Business References

2. Supplier Compliance Information
3. Supplier Compliance Verification
Attribute Group "Supplier Business References" is attached to UDA page "Business". This UDA information will be entered by
supplier during prospective supplier registration. A new tab called "Business" will be appeared in supplier's organization page
when supplier registration will be finally approved and the information entered by supplier will be automatically mapped to
these UDA attributes after approval.
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Following attributes defined for "Supplier Business References"
Attribute Groups "Supplier Compliance Information" and "Supplier Compliance Verification" are attached to UDA page
"Compliance and Certification". This UDA information will be entered by supplier / evaluators during Pre-Qualification and
Evaluation RFI process. A new tab called "Compliance and Certification" will be appeared in supplier's organization page when
supplier registration will be finally approved and the information entered by supplier will be automatically mapped to these
UDA attributes after approval.
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Following attributes defined for "Supplier Compliance Information"
Following attributes defined for "Supplier Compliance Verification"
2. Supplier Management Administrator (SM) creates RFI template with negotiation style "Supplier Registration
and Pre-Qualification".
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Added buyer J SMITH in collaboration team member. Both C BAKER and J SMITH will be evaluator in pre-qualification
process.
3. Add the requirements (Questionnaire) to the RFI which are the evaluation parameter for new supplier
supplier during registration process.
Some of the requirements will be answered by supplier and others will be answered by evaluators
4. Create evaluation team and select the team members of evaluation team.
These members are selected from collaboration team members.
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5. Map the requirements to UDAs in RFI > Mapping section
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6. Navigate Supplier Management Administrator > Administration> Registration> Supplier Onboarding

Configuration.
Select the Operating Unit and enter the UDAs in attribute pages section. "Supplier Registration and Qualification Template" is
also attached in Pre-Qualification and Evaluation RFI section.
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7. Build the URL for prospective supplier registration.

Navigate Supplier Management Administrator > Administration> Registration> Organization Encryption. Select the organization
and do encrypt. This URL can be sent to the interested suppliers or can be published in buying organization external websites.
8. Interested supplier accesses the URL to register and fills the necessary information in first page
9. Supplier enters address information
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10. Supplier enters UDA information. (UDA page "Business")
11. Supplier submits the registration request
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12. SM uses Supplier Management Administrator responsibility and access the registration request from To-Do
list section

13. SM opens the request and sends pre-qualification questionnaire
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14. System generates RFI from the template. SM provides the RFI title, open date, close date and publish it.
15. Now the request status is "Supplier to Provide Details"

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16. Supplier gets email notification for pre-qualification questionnaire
17. Supplier opens the link from notification and clicks on next page. In Pre-Qualification and Evaluation
section, click on update icon

18. System naviage to create response page (Response 33166, RFI 63642). Supplier enters the header
information and clicks on continue button
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19. Supplier responds the queries asked in requirement/questionnaire section and submits the response
20. SM closes the RFI after getting the response from supplier
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21. Now the supplier is ready to be evaluated by Evaluators.
Evalutaor (Baker) access Supplier Management Administrator and search for the RFI 63642
Enter Evaluation action is available in action list.
Baker selects "Enter Evaluations" and click on Evaluation update icon
22. Baker creates response for RFI 63642, (Response 33167) and responds the questions asked by SM

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23. Baker submits the response
24. Similarly Evaluator J Smith submits the evaluation via response 33168
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25. SM reviews the response history

Response 33166 – by Supplier
Response 33167 – by Evaluator-1
Response 33168 – by Evaluator-2
26. Now SM completes the RFI

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27. Supplier registration status becomes "Pending Approval"

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28. SM opens the registration request and click on "Details" icon in pre-qualification and evaluation section
29. SM analyzes the responses by selecting all check boxes and click on compare requirements
30. Details of the requirements and responses
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31. SM decides to approve this supplier
32. "SLM Demo Supplier" is created in the core EBS supplier tables and is ready to be used in various
transactions
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33. In Organization > Business tab, we can see the supplier business reference (UDA) are automatically
populated with supplier responses during registration
34. Similarly, Compliance and Certification UDAs are populated automatically with the responses provided by
Evaluators.
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For more Vision Demo Notes, please see Note 1075748.1 : Vision Demo Document Index Procurement)
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22/02/2023, 14:56 Document 2308208.

Vision Demo - Supplier Registration, Pre-Qualification and Evaluation in SLM (Doc ID

Oracle Supplier Lifecycle Management - Version 12.1.3 and later

The following testcase/flow is created in 12.2 Vision Instance

Brief steps of the flow:

1. Create user defined attributes which need to be mapped to supplier profile.

Created three Attribute Groups:

1. Supplier Business References

Following attributes defined for "Supplier Business References"

Following attributes defined for "Supplier Compliance Information"

Following attributes defined for "Supplier Compliance Verification"

5. Map the requirements to UDAs in RFI > Mapping section

6. Navigate Supplier Management Administrator > Administration> Registration> Supplier Onboarding

7. Build the URL for prospective supplier registration.

9. Supplier enters address information

10. Supplier enters UDA information. (UDA page "Business")

11. Supplier submits the registration request

13. SM opens the request and sends pre-qualification questionnaire

15. Now the request status is "Supplier to Provide Details"

16. Supplier gets email notification for pre-qualification questionnaire

21. Now the supplier is ready to be evaluated by Evaluators.

23. Baker submits the response

25. SM reviews the response history

26. Now SM completes the RFI

27. Supplier registration status becomes "Pending Approval"

30. Details of the requirements and responses

31. SM decides to approve this supplier

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